Filed November 8, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $254,819 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 17 · EIN 30-0282430 | Pension Consulting | $35,000 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,793 | $45,000-33.8% | $143,757-79.3% | $77,904-61.8% |
| Participation rate | 93.9% | 66.8%+27.1pp | 80.3%+13.6pp | 73.7%+20.2pp |
| Annual return | -15.73% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-27.9pp |
| Employer contribution / active EE | $3,169 | $1,870+69.5% | $4,951-36.0% | $2,848+11.3% |
| Participant deferral / active EE | $3,571 | $3,157+13.1% | $5,637-36.6% | $4,806-25.7% |
| Admin fee / account holder | $73 | $98-25.4% | $14,673-99.5% | $133-44.6% |